DFX Intelligence

S••••• S••••• P•••••• W••••• M•••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

S••••• S••••• P•••••• W••••• M•••••••••

CDKV HOLDINGS LLC, CRD 299856

DENVER, CO

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Search this name across graphsid dfx:ria:00dfd919-7d57-242a-1a4b-f830347e9a7b

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 1
Observed: Dec 3, 2018 to Mar 11, 2026
11 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

S••••• S••••• P•••••• W••••• M•••••••••

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $188M••• Locked
Discretionary RAUM: $187M
P•••••• client RAUM: $183Mderived••• Locked
P•••••• client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $93.8Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
D••••• R•••••• K•••	n/a	DENVER, CO	7	19	6	no
C•••• M• V••••	n/a	DENVER, CO	7	28

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
K•••• D•••••• R••••••	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	yes	12/2018	Dec 3, 2018	Mar 19, 2024
V••••• C••••• M•	MANAGING MEMBER	D	yes	12/2018	Dec 3, 2018	Mar 19, 2024

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	P•••••• funds	Fund GAV
2025

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$188M	$152M	23.5%	$124M	14.9%	2	2	0	0

Relationships

Registered with (2)

← C•••• M• V••••Advisorregistration: current employment
Apr 4, 2019 to presentfactForm ADV
← D••••• R•••••• K•••Advisorregistration: current employment
Jan 29, 2019 to presentfactForm ADV

Controls (2)

← V••••• C••••• M•OwnerMANAGING MEMBER, ownership code D, individual
Dec 3, 2018 to Mar 19, 2024factForm ADV
← K•••• D•••••• R••••••

Dated events

Occurred
Dec 3, 2018
First Form ADV filing
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:00dfd919-7d57-242a-1a4b-f830347e9a7b
First observed: Dec 3, 2018
Last observed: Mar 11, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.